Stocks / Internet & Digital Services
MAInternet & Digital Services
Mastercard Incorporated
$565.731d -0.4%5d +0.1%settled close · 2026-09-17
Mkt cap $445B (3/25)β 0.4452w $473–599Shares 885.2MInd. Services-Business Services, NecNYSE since 2006Emp. 39,800HQ Purchase, NYmastercard.com
The tape, with the calls on it
Who said what, and what MA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about MA
7 longlatest 2025-12-25
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-12-25 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Superinvestors | Mastercard operates the rails for global electronic exchange of value with secularly improving odds of being… |
| 2025-10-21 | Unknown Panelist | Bullish | CNBC Fast Money Final Trade | Early bank earnings (banks and Capital One) provide positive read-through for Mastercard ahead of its own… |
| 2022-04-25 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | MultiCents | Mastercard earns ~34% after-tax return on capital versus the ~8% average, making it an exceptional… |
| 2017-07-14 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | WEALTHTRACK | MasterCard is more internationally leveraged than Visa, and CEO Ajay Banga reinvests all operating leverage… |
| 2017-03-10 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Talks at Google | Mastercard earns mid-30% net margins vs single-digit industry average, operates an electronic exchange of… |
| 2016-06-22 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | Mastercard's long-term management orientation makes it a complementary holding within a portfolio of… |
| 2015-10-07 | Thomas RussoManaging Member, Gardner Russo & Quinn | Bullish | Tom Russo | 85% of global commerce remains cash, and Mastercard is converting that base through government partnerships… |
1 new mention of MA this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
Get The Brief — $20/mo →
Earnings
Next report: 28 Oct 2026 before the open
Confirmed date · consensus EPS 5.30. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where MA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-24 | ||||||
| 2026-07-30 | ||||||
| 2026-04-30 | ||||||
| 2026-03-19 | ||||||
| 2026-03-12 | ||||||
| 2026-03-11 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
MA is in this morning’s Brief.
Get The Brief — $20/mo →